Altium Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Altium Wealth Management LLC
- $1.39 Billion
- Q2 2022
A detailed history of Altium Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Altium Wealth Management LLC holds 1,976 shares of VBR stock, worth $394,271. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,976
Previous 2,300
14.09%
Holding current value
$394,271
Previous $405,000
26.91%
% of portfolio
0.02%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio